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Ishares Tr shares owned by Sound View Wealth Advisors Group

Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Sound View Wealth Advisors Group from 13F filings

Historical chart of Sound View Wealth Advisors Group investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Sound View Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Sound View Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $486k 9.9k 49.08

More positions owned by Sound View Wealth Advisors Group

Apple (AAPL)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Microsoft Corporation (MSFT)
Ishares Tr Ibonds Dec2026 (IBDR)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds 27 Etf (IBDS)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ibds Dec28 Etf (IBDT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Sound View Wealth Advisors Group

Top funds holding Ishares Tr

Envestnet Asset Management
BlackRock
BlackRock
Envestnet Portfolio Solutions
SigFig Wealth Management
LPL Financial
Sei Investments
Jpmorgan Chase & Co
Park Avenue Securities
Mackenzie Financial
Federation des caisses Desjardins du Quebec
Hanson McClain Advisors
Mml Investors Services
Cetera Investment Advisers
Financial Connections Group

View all funds holding Ishares Tr